Automation Flow - Access Permission (Imported Leads)

In this example, the leads are imported via spreadsheet and need to receive a lead access permission automation so that each saleswoman has her opportunities and service cases with restricted visibility. To do this, follow the step-by-step instructions below:

1 - Create a segment where the spreadsheet leads will be sent. Example: Spreadsheet Leads.

To learn how to create a segment, click here. 2 - Create tags for each saleswoman. To learn how to create tags, click here.

3 - Now let's create an automation flow so that when the leads are added to the Spreadsheet Leads segment, they receive permissions according to each saleswoman's tags.

Go to Automation Flow

4 - Click New and add a name, set the Spreadsheet Leads segment.

5 - Open the builder, click Start, and add the following blocks:

CONDITION: Does the lead have a tag? - Specify the tag that will be associated with saleswoman 1. In the positive output of this block, choose the ACTION: Change simple lead access permissions, indicate the user who will have permission on this lead, select them as the owner, and finally choose the department.

In the negative output of this block, repeat the process for saleswoman 2, as shown in the image below:

Save the automation, click Published to activate it.

When uploading the spreadsheet, add the first saleswoman's tag and indicate the segment. Do the same for the other saleswomen. There is no need to change the lead permission when uploading the spreadsheet, because the automation flow will do that through the segment and the tag.